Kay
U.
Brooks

Practice Areas

Kay is a shareholder in the firm’s Estate Planning, Tax & Fiduciary Abuse group. She is certified by the State Bar of California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust and Probate Law. Kay advises individuals and families on all aspects of estate and tax planning, including family trusts, wills, powers of attorney, health care documents, life insurance trusts, education trusts, charitable giving, business succession planning, gifting programs, and family business entities such as limited liability companies and family limited partnerships. She also assists clients with estate and gift tax issues, and probate and trust administrations.

Admitted to the State Bar of California in 1982, Kay began her legal career practicing business and corporate securities law in Los Angeles and Newport Beach. Kay and her family moved to the Sacramento area in 1990, and she established her own estate planning law practice in Placer County prior to joining the Weintraub firm.

Kay prepares high-quality, personalized estate and business succession plans for her clients, with an emphasis on addressing each client’s individual needs and concerns. Her clients appreciate her explanations and are able to resolve challenging planning issues with her guidance. Kay’s clients include sophisticated business owners as well as persons who have had limited occasion to work with legal counsel before, and her customized approach has enabled her to successfully advise clients with a broad range of planning issues.

Kay encourages collaboration among her clients’ advisors so that no issues are overlooked. In keeping with this practice, Kay enjoys her participation and leadership role in the Sacramento Estate Planning Council (“SEPC”), a local professional organization that promotes continuing education and collegiality for all advisors engaged in the area of estate planning services. Kay is currently Past President of the SEPC.

Several Sacramento and Placer charitable organizations have also provided Kay opportunities to serve her community. Kay was a member of the Eureka Schools Foundation Board of Directors and Operating Committee from 1999-2002 and participated on the Planning Giving Committee for Sutter Roseville Community Hospital for many years. She has held positions on the Junior League of Sacramento Board of Directors and served on the Advisory Committee of the Assistance League of Sacramento. Kay appears on the public service program “Your Money, Your Legacy,” which explains estate planning topics and airs regularly on Sacramento’s public television station, KVIE. She was named a Five Star Wealth Manager (SM) in Sacramento in 2011 and 2012 and a Northern California Super Lawyer in 2007 and 2014. She recently served as an "Expert" on estate planning, wills and trusts in the Sacramento Bee's column "Ask the Experts."